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2023-12-05 00:10:00 ET Summary October’s numbers did not look good, but November picked up momentum and December may be better, so fourth-quarter GDP may come in better than first feared. Two big international energy-related meetings opened last Thursday – a delayed ...
2023-12-04 22:10:07 ET Summary Renewable energy producers are facing pressure due to increasing interest rates worldwide. The impact of interest rates on each company will vary depending on their debt management and contract structures. Some companies in the sector may be trad...
2023-11-27 11:23:02 ET Summary SunPower is a Seeking Alpha Quant “strong sell,” with 36.9% of the shares shorted. SunPower is majority-owned (50.7%) by TotalEnergies and it has a strong presence in the US domestic solar and energy management scene. Notwithstandin...
2023-11-21 15:10:55 ET Summary Ørsted's stock has dropped by 25% since late August and even more year-to-date due to high impairment charges and weakening financials. The company reported a net loss of DKK19.9 billion for the first nine months of 2023, compared to a DKK15.3 b...
2023-11-16 10:16:37 ET More on Markets UBS calls for slower growth and rate cuts in 2024 PIMCO says bonds are in a prime position to advance UBS highlights 14 stocks on its list of high-conviction names Global X says AI, cybersecurity among four key themes fo...
2023-11-14 11:27:47 ET More on Ørsted Two Of My Favorite Beaten Down Renewable Energy Picks Ørsted Q3 2023 Earnings Call Transcript Ørsted: Don't Buy The Dip, The Wind Industry's Problems Are Structural For further details see: Ørsted ...
2023-11-13 15:36:50 ET More on Ørsted Two Of My Favorite Beaten Down Renewable Energy Picks Ørsted Q3 2023 Earnings Call Transcript Ørsted: Don't Buy The Dip, The Wind Industry's Problems Are Structural For further details see: Ørsted ...
2023-11-12 08:18:19 ET Summary Ørsted A/S and Canadian Solar Inc. are two renewable energy companies with Grade A valuations after sharp declines in share prices. Canadian Solar is a leader in solar panel and battery storage manufacturing and design with all-time high EPS rea...
2023-11-01 18:34:08 ET Ørsted A/S (DNNGY) Q3 2023 Earnings Conference Call November 01, 2023, 09:30 AM ET Company Participants Mads Nipper - Group President and CEO Daniel Lerup - CFO Conference Call Participants Harry Wyburd - Exane Jenny Ping -...
2023-11-01 07:25:55 ET More on Ørsted Ørsted: Don't Buy The Dip, The Wind Industry's Problems Are Structural Ørsted's U.S. Wind Portfolio In Turmoil: What Investors Need To Know Ørsted's Undervaluation: A Compelling Opportunity Despite Some Setbac...